Creating & Managing Dashboards
Build dashboards to organize your charts and share insights with your team.

Accessing Dashboards

Find your dashboards in two places:

  • Dashboard Index: Click the Dashboards icon in the sidebar to browse all dashboards.
  • Create new: Click + New → Dashboard to start building one from scratch.

What Dashboards Contain

Dashboards are collections of tiles arranged in a grid layout. Tiles can be:

  • Charts: Any chart from your Chart Library can be added as a tile.
  • Text widgets: Add descriptive text, headers, or notes to provide context.

Creating a Dashboard

To build a dashboard, give it a name and description, then start adding tiles. Click the + button to add charts from your library or create text widgets. Once tiles are added, you can drag them to rearrange, resize them to fit your layout, and adjust the overall grid.

Dashboard Filters

Dashboards support quick filters that apply across all chart tiles on the page. This lets you scope the entire dashboard to a specific date range, product line, region, or any other field.

Filters layer on top of each other: workspace-level filters (if any) apply first, then dashboard filters, and finally any chart-level filters set on individual tiles. This means a chart on a dashboard may show different results than the same chart viewed standalone if dashboard filters are active.

Dashboard Actions

  • Duplicate: Create a copy of the dashboard to use as a starting point for a new one.
  • Delete: Remove the dashboard entirely.
  • Copy link: Share a direct link to the dashboard with colleagues.
  • Favorites: Add dashboards to your favorites for quick access.

Chart Actions Within a Dashboard

For each chart tile on a dashboard, you can:

  • Export CSV/PNG: Download the chart’s data or image.
  • Edit chart: Open the chart in the Chart Builder for modifications.
  • Duplicate: Create a copy of the chart in your library.
  • Remove from dashboard: Remove the tile without deleting the underlying chart from the library.

Permissions

Workspace Contributors and above can create and edit dashboards. Workspace Viewers can view dashboards but cannot edit them. External Collaborators can only see dashboards that have been specifically assigned to them and cannot drill into chart data.

Frequently Asked Questions

Q: Can I copy a dashboard to another workspace?

A: Not currently. Dashboards must be recreated manually in each workspace.

Q: My table chart only shows two rows on the dashboard.

A: Try increasing the tile height by editing the dashboard layout and dragging the bottom edge of the tile downward.